New in Caseware Cloud Engagements 2026-06

The 2026-06 release introduces enhancements to Caseware Cloud Engagements, including updates to engagement history, visibility conditions, budget data and more.

Each feature in this release is marked with an availability badge. Use the legend below to understand what applies to you and whether any action is required.

Authoring features

Access the history viewer with simplified filters for end users

#endusers #enterpriseauthors #firmauthors

You can now view engagement history through a simplified interface that can filter the most relevant actions to an engagement. The available action filters provide Access, Unlock, Lockdown and Import history. This interface is accessible through the Info icon [] dropdown at the top left of the engagement window. The reduced filter removes options that do not apply to your role, making it easier to find the information you need.

Firm and enterprise authors retain access to the full list of action filters, which include account type results, for detailed troubleshooting and review.

Access the History Viewer:

Filtered by Access:

To learn more about the History Viewer, refer to History Viewer.

Create financial grouping structures across all user levels

#endusers #firmauthors #enterpriseauthors

You can now create financial grouping structures at every user level. Each user level (enterprise author, firm author and end user) can create up to 10 structures, for a total of up to 40 per engagement.

Each level manages its own structures independently. At your level you can create, edit, rename, import, export and delete structures without affecting other levels.

Features

• You can show or hide structures so you see only the ones relevant to your current work.

• When you create a structure, the Data page switches to an authoring view where you define and assign groups, then returns to the standard view once accounts are assigned.

For authors

• Each authorship level sees and manages only its own structures in Product Settings, while retaining read access to structures from higher levels.

• CSV import and export now supports all grouping structures, including linked secondary groups and column metadata.

To learn more about financial grouping structures, refer to Financial Grouping Structures overview.

Visibility conditions for risk assessments

#enterpriseauthors #firmauthors #endusers

You can now apply visibility conditions to individual areas and cycles on the Assessment tab of the Risk and Controls page. This replaces how you previously excluded items with the same visibility framework used in other parts of the engagement. Visibility conditions continue to carry forward during roll forward, are included in template updates and appear in the visibility conditions export.

Any area, cycle or risk previously marked as excluded is converted to a visibility override hidden state. Existing exclusion reasons are preserved and remain accessible.

Hidden items are clearly labeled as Hidden instead of Excluded, and you use the familiar eye icon to toggle visibility.

Authors can assign visibility conditions to individual assessments on the Assessment tab of the Risk and Controls page, giving you finer control over what appears in your apps.

To learn more about risk assessments, refer to Manage risks and risk assessments.

To learn more about visibility settings, refer to What are visibility settings?

Export visibility conditions as an enterprise or firm author

#enterpriseauthors #firmauthors

As an enterprise or firm author, you can now export visibility conditions from the Info icon [] from the top left of the template.

Visibility conditions can be set on most engagement items, including checklist fields, document elements and financial statement rows. The export creates a CSV file containing all visibility settings across the template or engagement.

This new feature makes it easier for authors to access this information. Previously, the author would need to contact Caseware to perform this task.

To learn more about visibility conditions and settings, refer to What are visibility settings?

End-user features

Export the Issues list to Microsoft Excel

#endusers

The Issues page now includes an Export button. Clicking it downloads a Microsoft Excel file containing all issues and their comments. The export respects any filters and sort order currently applied on the page. Each issue appears as one row, followed by one row per comment. Issue-level fields (location, type, status) repeat on comment rows so the file remains filterable in Excel. This replaces the manual copy-paste process that was previously required.

Export to Excel:

Results in Excel:

To learn more about the Issues page, refer to Issues page overview.

Open PDF documents locally with the updated Caseware protocol

#endusers

An updated protocol, Caseware WebDAV 6.0 is now available when you open PDF documents locally from Caseware Cloud.

The first time you open a PDF after this update, a dialog tells you a new version is available and provides a download link. Your current version keeps working, so the upgrade is optional. To stay current and avoid compatibility issues in future releases, install the new version when you can.

To install the new version, uninstall your current version first, then select the download link in the dialog.

To learn more about opening PDFs in Caseware, refer to Attach documents to an engagement file.

Download documents as PDF/A directly from print preview

#endusers

You can now download a financial statement as PDF/A directly from the print preview as well as the financial statements print menu. The Download as PDF/A option now appears alongside the existing Download as PDF and Download as Word options. You no longer need to leave print preview to download a PDF/A version of your financial statement.

To learn more about downloading and printing the financial statement documents, refer to Print the financial statement documents.

Download Reference Copy (DRC) is ready sooner

#endusers

Your Download Reference Copy (DRC) is now ready sooner, especially for larger engagements with many PDFs and assets. The bigger the engagement, the more time you save. There is no change to the files you receive.

To learn more about the DRC, see Download a reference copy of an engagement.

Filter journal entries by Key Users

#endusers #firmauthors #enterpriseauthors

You can now filter journal entries by the users who entered or approved them using the Key Users analytic test.

Select one or both user fields to filter by:

• Entered By

• Entry Approved By

Enter one or more values, such as a username, and configure how matching is applied. Choose between partial or exact match, enable or disable case sensitivity and optionally create a column for matched values.

To learn more about the Key Users analytic test, see Key Users and Journal Entry Relevance Ranking.

Resolved issues

A brief description of resolved issues in this release:

• When a document reference is added in a secondary language, the original reference appears as deleted when switching back to the default language.

• In multilanguage checklists that use Dynamic Formula links for procedure body text, the Review Tools track changes does not display suggestions and enabling Review Tools incorrectly shows content from both languages simultaneously.

• The Adjustments view freezes or responds slowly when working with adjustments.

• The file type label Word in Document Manager filters is incorrectly translated to "Mot" in French.

• Documents in the Copy external engagement item dialog aren't sorted by number and name, making them difficult to locate.

• An "Error deleting values" message appears incorrectly on the Materiality form when editing the Revised Overall Materiality value or switching between Planning and Revised views.

• Text overlaps with assertion and reference markers when printing or exporting a checklist to PDF.

• The revised performance materiality value intermittently disappears after navigating away from and back to the M1 – Materiality form.

• Exporting the Financial Groups consolidated view to PDF produces a file with column headers but no trial balance data.

• The pre-lockdown cleanup function in an Interim Review engagement flags an unsigned procedure on WU-4 Completion and displays an unexplained "x" in the conclusion box.

• When no sign-off roleset scheme is assigned to risk, control or assessment items, the sign-off section remains visible, Default appears selected in settings, and sign-off indicators continue to display.

• The entity name is not included in the Excel exports of a consolidated data page.

• Changes made to sampling parameters after copying a sampling are not visible to the user when configuring the sampling.

• Data import fields in Analytics Hub are missing translations and do not display in the user's selected language.

• Analytics cannot be run even when all required parameters are filled in.